MTM FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2015

Total AUM

$772M

Discretionary

$772M

100% of AUM

Avg account

$236K

Accounts

3,276

Employees

Advisory reps

Firm details

Headquarters: BETHLEHEM, Pennsylvania
CRD number: 147221
Registered since: June 1, 2015
Website: www.morethanmoneyonline.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals89.3%
HNWI10.16%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MTM Financial Group, LLC operates as a fee and commission hybrid adviser and broker/insurance intermediary. SEC-registered in 2015 and organized as a limited liability company with individual ownership, the firm serves both individual and family clients as well as institutional accounts. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and educational programs such as newsletters and workshops. The firm also functions as a registered representative of a broker-dealer, an insurance broker, and an accountant, which shapes the breadth of products and delivery channels it offers. Investment activity is centered on pooled public vehicles rather than proprietary or in-house funds; the firm is not a capital allocator. MTM Financial Group is not an active ESG investor and is not structured as a multi-state adviser. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility across smaller financial planning relationships and larger discretionary mandates.